Job Description – Customer Onboarding Data Specialist
Reports To
Director of Customer Success
Summary
Are you a detail-oriented data enthusiast with advanced Excel skills? As a Customer Onboarding Data Specialist at AxisCare, you'll ensure a seamless transition of customer data to our system, helping home care agencies deliver exceptional care. You’ll map, cleanse, and import sensitive data with precision, working closely with both customers and internal teams to meet project deadlines.
We’re looking for someone who enjoys problem-solving, can manage multiple projects, and communicates technical information clearly. This is an in-office role with opportunities for growth in a fast-paced, innovative company. Advanced knowledge of Excel formulas, shortcuts, and data manipulation is essential.
The Customer Onboarding Data Specialist will be responsible for the following high-level objectives:
- Ensuring new customers’ data is accurately and quickly transferred from their historical system to their AxisCare system
- Designing solutions for placing customers’ historical data into their new AxisCare system and preserving as much of the original data as possible
- Communicating with customers in a friendly and professional way about data migration and following up on their data migration to ensure successful onboarding
- Creating AxisCare e-forms from customer orders as required with new or existing customers
This person should have experience serving customers and have excellent problem-solving skills, as well as high attention to detail and project management skills.
What You’ll Do:- Extract, map, and cleanse data to ensure accurate migration.
- Use Excel skills to manipulate data to be imported
- Create customer-ordered e-forms using built-in AxisCare tools.
- Update data migration tracking documents
- Create new SaaS sites using provided tools and workflow.
- Update HubSpot (CRM) with additional client information
- Communicate with Supervisor about any updates, issues, etc.
- Check/Reply to client and internal emails.
- Weekly meetings with Supervisor
- Liaise with development and customer success teams to troubleshoot and resolve issues.
- Follow up with Client Agencies that have recently onboarded with Data Migration
- Manage project deadlines, ensuring a high level of data accuracy.
- Collaborate with clients to explain technical processes and ensure their data is successfully onboarded.
Why You’ll Love Working Here:- Competitive salary based on job experience and skill level
- Full coverage for medical dental and vision insurance.
- 401k with generous employer matching
- Dynamic and collaborative office environment
- Be part of a company that’s making a meaningful impact in the home care industry!
Working Conditions- Manual dexterity required to use desktop computer and peripherals
- Utilization of Microsoft Excel, ChurnZero and HubSpot CRM tool, and email to perform job functions
- Company will provide laptop and other needed computer equipment
About AxisCare
According to Pew Research, roughly 10,000 baby boomers turn 65 every day, and the American Society on Aging calculated that an American has a 70% chance of needing help with activities of daily living such as dressing, bathing, hygiene, etc. This has led to an unprecedented increase in Home Care agencies in the U.S. and abroad who strive to help those who have difficulty helping themselves, specifically offering non-medical (also referred to as non-skilled) services to seniors in their homes.
AxisCare was started in 2011 by industry leaders to help meet the demand for a more user-friendly and mobile-compatible solution. Our product is a web-based management platform that helps agencies manage CRM and marketing, Caregiver/Client scheduling, billing, payroll and much more. Headquartered in Waco, TX, AxisCare has clients in all 50 states as well as 6 other countries. We are a fast-growing company seeking high-performing individuals looking for a fast-paced, autonomous working environment.
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